Original Delivery Date: June 25, 2026, 2:00 - 3:00 PM CT
Supplier statements are a critical, often underused control in large health systems—revealing missed credits, unrecorded invoices, and ledger discrepancies that affect balance sheet accuracy, close integrity, and working capital. This CFO-focused session explores how leading health systems are strengthening control through structured, best-practice statement reconciliation. We’ll also show how AI is shifting teams from reactive recovery audits to proactive exception management, reducing post-close disruption. Learn how finance teams are improving auditability and AP performance across payment accuracy, cycle time, and discount capture.
Speaker

Kelly Coxon
Senior Director of Procure-to-Pay (P2P)
UPMC
Kelly Coxon is Senior Director of Procure-to-Pay (P2P) at UPMC, a $26B healthcare system with 95,000+ employees. She leads Procurement Operations, Accounts Payable, Compliance, Vendor Master, and T&E, driving automation, cost efficiency, and P2P transformation into a center of excellence. With 30+ years of experience, including leadership roles at Alcoa, Kelly brings deep expertise in process optimization, compliance, and large-scale transformation.
Max Whyte
Commercial Director
Xelix
Max joined Xelix 8 years ago as one of the first employees. Working alongside co-founders Paul Roiter and Phil Watts, Max helped build the business and led the commercial function during Xelix’s early growth. Today, Max leads Xelix’s US Health System portfolio, partnering with CFOs and finance leadership teams across health
Learning Objectives
- Establish a clear operating model for supplier statement reconciliation, including ownership, cadence, and escalation to ensure high volumes of credits and exceptions are resolved efficiently
- Apply a standardized exception approach to reduce rework, accelerate close, and improve control over credit notes and unmatched items common in healthcare environments
- Understand how AI) automates statement reconciliation end-to-end—from ingestion and matching through to proactive exception resolution
- Shift Accounts Payable from reactive, recovery-audit-led activity to a proactive control that prevents leakage and strengthens financial accuracy
Content Type: On Demand Webinar
Topic: Accounting and Financial Reporting
Delivery Method: Self-Study
Program Level: Basic
Recommended For: Accounting
CPE Hours: 0